Features & Quick Stats
Key Features
- Integrated CRM
- Quote Generation
- Commissions
- Online Enrollment & Onboarding
How AgencySmart Helps Independent Agents & Brokers
With one integrated system, there is no need to worry about typos and naming conventions not matching between systems. Enter client data once and complete all four tasks of tracking policies and renewals, quoting new plans and products, posting and paying commissions and pushing all this information out to the onboarding and benefit enrollment platform – MyBenefitLink. Reduce the number of systems your agents need to login to and learn, allow client employees to enroll online, increase efficiencies, all make you more profitable.